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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And if you go look at someone like Costco and what margins are fueling are right now, I think it's woken up the market that spreads at the retail are as high as they've ever been.”
Dover cites Costco's currently high retail fuel margins as evidence that the North American retail-fueling CapEx cycle is turning, supporting demand for Dover's fueling equipment.
“Our recent acquisition of Site IQ, a provider remote site monitoring of fueling sites is off to a good start.”
Dover's recent acquisition of Site IQ, a remote fueling-site monitoring provider within Clean Energy & Fueling, is off to a good start.
“SIKORA, which we acquired at the end of the second quarter is significantly outperforming our underwriting case.”
Dover's recently acquired SIKORA (measurement/inspection for high-voltage wire and cable) is significantly outperforming its deal model and being integrated and expanded geographically.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Julian Mitchell | Barclays | 11 (9%) |
| Nigel Coe | Wolfe Research | 11 (0%) |
| Joe O'Dea | Wells Fargo | 9 (0%) |
| Steve Tusa | JPMorgan | 9 (0%) |
| Jeff Sprague | Vertical Research Partners | 9 (11%) |
| Joe Ritchie | Goldman Sachs | 9 (0%) |
| Andy Obin | Bank of America | 8 (0%) |
| Andy Kaplowitz | Citigroup | 8 (0%) |
| Mike Halloran | Robert W. Baird | 8 (0%) |
| Scott Davis | Melius Research | 7 (29%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 | 11 (0%) |
| Vertical Research Partners | 2 | 11 (9%) |
| Wolfe Research | 1 | 11 (0%) |
| Barclays | 1 |
Dover delivered its highest organic growth quarter at 5% with bookings up 10%, capping a year where full-year adjusted EPS of $9.61 was up 16% and beat the raised guidance. FY2026 guidance was introduced at $10.45-10.65 EPS, representing double-digit growth at the midpoint. A $500 million accelerated share repurchase was initiated while the DCST segment grew 9% organically with 250 basis points of margin expansion, and no individual end market presented material headwinds for 2026.
Revenue Growth | Demand | Margin | Guidance Reliability | Trade Tariffs | Capex Investment | Cost Pressure | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 8 | 4 | 3 | 1 | 2 | 1 | 1 |
| 2025Q1 | 6 | 8 | 4 | 3 | 9 | 3 | 2 | 4 |
| 2025Q2 | 9 | 9 | 4 | 3 | 4 | 1 | 2 | 3 |
| 2025Q3 | 9 | 4 | 2 | 3 | 1 | |||
| 2025Q4 | 7 | 5 | 6 | 5 | 3 | 4 | 1 | |
| 2026Q1 | 7 | 8 | 3 | 2 | 5 | 4 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 7 | 6 | 9 | 9 | 7 | 7 |
| Demand | 8 | 8 | 9 | 4 | 5 | 8 |
| Margin | 4 | 4 | 4 | 2 | 6 | 3 |
| Guidance Reliability | 3 | 3 | 3 | 3 | 5 | 2 |
| Trade Tariffs | 1 | 9 | 4 | 5 | ||
| Capex Investment | 2 | 3 | 1 | 3 | 4 | |
| Cost Pressure | 1 | 2 | 2 | 1 | 4 | 3 |
| Pricing | 1 | 4 | 3 | 1 | 2 |
| 11 (9%) |
| Bank of America | 2 | 9 (0%) |
| Goldman Sachs | 1 | 9 (0%) |
| Wells Fargo | 1 | 9 (0%) |
| Citigroup | 1 | 8 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DOV Dover Corporation | 7 | +10.1% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |